See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,072 | $60,124-5.1% | $90,404-36.9% | $79,858-28.5% |
| Participation rate | 67.9% | 65.0%+2.9pp | 72.7%-4.8pp | 69.6%-1.8pp |
| Annual return | 14.68% | 71.94%-57.3pp | 1293.02%-1278.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,566 | $2,068-24.3% | $3,262-52.0% | $2,471-36.6% |
| Participant deferral / active EE | $3,103 | $2,938+5.6% | $3,963-21.7% | $3,740-17.0% |
| Admin fee / account holder | $62 | $3,976-98.4% | $5,611-98.9% | $5,306-98.8% |